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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,096 | $103,038-58.2% | $90,324-52.3% | $152,909-71.8% |
| Participation rate | 55.6% | 75.9%-20.3pp | 73.3%-17.7pp | 82.5%-26.9pp |
| Annual return | 3.98% | 95.25%-91.3pp | 78.15%-74.2pp | 345.46%-341.5pp |
| Employer contribution / active EE | $3,450 | $3,141+9.9% | $2,856+20.8% | $4,764-27.6% |
| Participant deferral / active EE | $10,736 | $4,282+150.7% | $3,885+176.3% | $5,851+83.5% |
| Admin fee / account holder | $5,929 | $6,177-4.0% | $5,356+10.7% | $11,601-48.9% |